Multi-Family OfficeRIA · CRD 145117SEC-Registered

Updated:

Financial Strategies for Today and Tomorrow

Wealth MGMT Group is an SEC-registered investment adviser in Santa Ana, CA. The firm has 2 employees and 1 investment adviser. It operates from a single...

Financial Strategies for Today and Tomorrow

Wealth MGMT Group is an SEC-registered investment adviser in Santa Ana, CA. The firm has 2 employees and 1 investment adviser. It operates from a single location.

General information

Firm type

Multi Family Office

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Who runs investment decisions at Financial Strategies for Today and Tomorrow?

Publicly available sources do not name a specific CIO, CEO, or managing principal. The Baranoff family is associated with the firm, but individual names and titles are not disclosed.

How does Financial Strategies for Today and Tomorrow source proprietary deal flow?

The firm is known to participate in club deals and co-investments alongside other family offices and specialist GPs. The exact sourcing network is not described in public materials.

Is Financial Strategies for Today and Tomorrow structured as a single family office or a multi-family office?

The firm's name and operating model indicate a multi-family office, servicing the Baranoff family plus a small group of other high-net-worth families. The exact number of member families is not disclosed.

Does Financial Strategies for Today and Tomorrow participate in fund commitments or only direct deals?

The firm uses both direct co-investments and pooled fund structures. It invests across private credit, real estate, and infrastructure through vehicles that may include specialized fund commitments alongside direct holdings.

What investment stages does Financial Strategies for Today and Tomorrow typically target?

Public disclosures suggest a focus on long-duration, income-generating assets — likely core or core-plus real estate, senior or mezzanine private credit, and operational infrastructure assets — rather than venture or growth stage.

Which sectors does Financial Strategies for Today and Tomorrow explicitly avoid?

The firm's known asset-class focus excludes public equities, growth equity, venture capital, and hedge funds based on its stated orientation toward illiquid, inflation-protected income. No formal avoidance statement has been made.

Where does the underlying wealth come from?

The firm is associated with the Baranoff family, but the source of the family's original wealth (e.g., inherited, real estate, or business fortune) is not publicly documented.

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